SageView Advisory Group’s FS KKR Capital FSK Stock Holding History

SageView Advisory Group’s Portfolio FSK Stock Details FSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$223K	Hold	15,059	–	–	0.01%	561
2025 Q3	$225K	Sell	15,059 -7,141	-32%	-$135K	0.01%	597
2025 Q2	$485K	Buy	22,200 +445	+2%	+$9.07K	0.02%	375
2025 Q1	$456K	Sell	21,755 -1,143	-5%	-$25.6K	0.02%	365
2024 Q4	$497K	Buy	22,898 +1,141	+5%	+$23.9K	0.02%	344
2024 Q3	$429K	Sell	21,757 -3,137	-13%	-$62.3K	0.02%	324
2024 Q2	$491K	Buy	+24,894	New	+$489K	0.02%	341
2024 Q1	–	Sell	-90,425	Closed	-$1.87M	–	593
2023 Q4	$1.87M	Buy	90,425 +34,659	+62%	+$681K	0.08%	150
2023 Q3	$1.1M	Buy	55,766 +2,568	+5%	+$51.3K	0.06%	198
2023 Q2	$1.02M	Buy	53,198 +7,281	+16%	+$138K	0.06%	222
2023 Q1	$849K	Buy	45,917 +21,391	+87%	+$405K	0.05%	232
2022 Q4	$429K	Buy	+24,526	New	+$456K	0.03%	260

Other funds holding FSK

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

SageView Advisory Group's FSK Position: Q4 2025 in Review

SageView Advisory Group held its FS KKR Capital (FSK) position steady in Q4 2025 at 15,059 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #561.

SageView Advisory Group first reported a position in FSK in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.87M in Q4 2023. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

SageView Advisory Group held 15,059 shares of FS KKR Capital worth $223K as of Q4 2025.
SageView Advisory Group left its FS KKR Capital share count unchanged in Q4 2025.
FS KKR Capital made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #561 holding.
SageView Advisory Group first reported a position in FS KKR Capital in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's FS KKR Capital position peaked at $1.87M in Q4 2023.
498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.